ATO ATMOS ENERGY CORP

Ownership history in INCEPTIONR LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which INCEPTIONR LLC reported a position in ATMOS ENERGY CORP (ATO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.62% (2023 Q4)
Avg. % of fund
0.24%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,049 -2,074 -50.3% 0.08% $350K $168.84
2025 Q2 ADDED 4,123 +1,597 +63.2% 0.15% $635K $151.60
2025 Q1 REDUCED 2,526 -4,996 -66.4% 0.12% $390K $151.22
2023 Q4 ADDED 7,522 +3,834 +104.0% 0.62% $872K $109.81
2023 Q2 REDUCED 3,688 -897 -19.6% 0.23% $429K $108.75
2022 Q4 INITIATED 4,585 0.27% $514K
% of Fund (quarterly)    ATO price (monthly, adj. close)
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